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Kathie Terese Mariano

SALZMAN & CO., INC.·GREENWICH, Connecticut
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2 GREENWICH OFFICE PARK, GREENWICH, CT 06831CRD# 6010805Firm CRD# 159703
01

About

Kathie Terese Mariano is a registered financial advisor based in GREENWICH, Connecticut, affiliated with SALZMAN & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SALZMAN & CO., INC.
SALZMAN & CO., INC.
AUM
$162M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SALZMAN & CO., INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6010805
Firm CRD# 159703
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathie Terese Mariano offer?
Kathie Terese Mariano specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Kathie Terese Mariano's credentials?
Kathie Terese Mariano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathie Terese Mariano located?
Kathie Terese Mariano is based in GREENWICH, Connecticut, working with SALZMAN & CO., INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Kathie Terese Mariano charge for services?
Kathie Terese Mariano's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALZMAN & CO., INC.?
SALZMAN & CO., INC. is a registered investment adviser with the SEC, managing $162M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at SALZMAN & CO., INC.

Douglas Turner Graves
PITTSFORD, NY
Stephen Barry Salzman
PITTSFORD, NY

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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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